What's Your Story?
Our dedicated team at Shaffer Wealth Management is here to help support your financial goals.
Our Commitment
We work for you. You are our employers. As independent advisors, we are your financial advocates through every financial decision. Information and education is an infinite part of our process, and communication will ultimately determine the success of our relationship together.
At Shaffer Wealth Management, we know what truly matters
A trip of a lifetime with your grandchildren.
Comfortably paying for the top college to which your child is proud to have been accepted.
Enjoying the benefits of creating something of value.
Peace of mind because your financial life is in order.
Fiduciary Duty
As independent fiduciaries, Shaffer Wealth Management has a legal obligation to avoid conflicts of interest and act with an undivided loyalty in the best interests of our clients. We are committed to upholding our fiduciary responsibilities and practices while focusing on the financial objectives, values and legacies our clients wish to fulfill. Our practices are held to the industry’s highest standards.
Working With Us
We view our relationship as a partnership. We work with you to customize solutions through a consultative approach to your financial life. You can count on us to have an honest conversation and present a thoughtful point of view.
Our Goal
We may not be able to control the markets or the financial environment, but we can control our high level of service and attentiveness to you. We seek to consistently exceed your expectations.
We are your trusted advisor.
6210 Avalon Blvd
Alpharetta, GA 30009
Office: (678) 771-6100
Fax: (678) 669-2490
Toll Free: (800) 608-7680
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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